Recent Posts in Financial Planning Category

When Trust Beneficiaries are Right for Your IRA

Many Individual Retirement Account ("IRA") owners give little thought to naming someone other than a loved one as a beneficiary. It is often a reflex to designate a spouse or child in hopes ...
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When a Roth Conversion is Right for You

3 Enticing Benefits of a Roth Conversion for High-Income Clients Many retirees are familiar with Roth individual retirement accounts and their advantages. But for those high-income clients who have ...
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New Money Market Rules

Recently, the Securities and Exchange Commission approved a series of new rules designed to prevent investors from withdrawing funds from money market mutual funds in times of crisis. This vote came ...
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Budget: No, Not the Car Rental Company (Financial Planning)

A lot has been written lately about the American taxpayers’ failure to properly budget their finances. In fact, a recent Wall Street Journal article leads with its coverage on financial ...
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Advisor Credentials (Financial Planning)

The Consumer Financial Protection Bureau recently issued a report entitled “Senior Designations for Financial Advisers: Reducing Consumer Confusion and Risks”. While the title gives a good ...
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